HSBC BusIness Cycles Fund - Regular Growth
Fund House: HSBC Mutual Fund| Category: Equity: Thematic-Business-Cycle |
| Launch Date: 20-08-2014 |
| Asset Class: Equity |
| Benchmark: Nifty 500 TRI |
| TER: 2.22% As on (31-05-2026) |
| Status: Open Ended Schemes |
| Minimum Investment: 5000.0 |
| Minimum Topup: 1000.0 |
| Total Assets: 1,142.28 Cr As on 31-05-2026(Source:AMFI) |
| Turn over: 0.27% | Exit Load: Nil upto 10% of units and 1% for above the limits on or before 1Y, Nil after 1Y |
42.9107
0.53 (1.2354%)
13.03%
Benchmark: 12.13%
PERFORMANCE
Fund Multiplier
Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)
Investment Objective
To seek to generate long-term capital appreciation from a portfolio of predominantly equity and equity related securities, including equity derivatives, in the Indian market with focus on riding business cycles through dynamic allocation between various sectors and stocks at different stages of business cycles in the economy. The Scheme could also additionally invest in Foreign Securities. There is no assurance that the objective of the Scheme will be realised and the Scheme does not assure or guarantee any returns.
Current Asset Allocation (%)
Indicators
| Standard Deviation | 20.44 |
| Sharpe Ratio | 0.58 |
| Alpha | 0.73 |
| Beta | 1.2 |
| Yield to Maturity | - |
| Average Maturity | - |
PEER COMPARISON
| Scheme Name | Inception Date |
1 Year Return(%) |
2 Year Return(%) |
3 Year Return(%) |
5 Year Return(%) |
10 Year Return(%) |
|---|---|---|---|---|---|---|
| HSBC BusIness Cycles Fund - Regular Growth | 20-08-2014 | -2.71 | 1.02 | 16.05 | 15.63 | 13.23 |
| Invesco India BusIness Cycle Fund - Growth | 27-02-2025 | 16.05 | - | - | - | - |
| MahIndra Manulife BusIness Cycle Fund- Regular Plan - Growth | 11-09-2023 | 6.2 | 2.57 | - | - | - |
| Kotak BusIness Cycle Fund-Regular Plan-Growth | 05-09-2022 | 5.92 | 6.67 | 16.14 | - | - |
| Union BusIness Cycle Fund - Regular Plan - Growth Option | 05-03-2024 | 5.17 | 1.25 | - | - | - |
| HDFC BusIness Cycle Fund - Growth Option | 05-11-2022 | 3.46 | 2.64 | 11.68 | - | - |
| Quant BusIness Cycle Fund - Growth Option - Regular Plan | 30-05-2023 | 3.16 | -2.82 | 17.16 | - | - |
| DSP BusIness Cycle Fund - Regular - Growth | 17-12-2024 | 3.11 | - | - | - | - |
| Aditya Birla Sun Life BusIness Cycle Fund-Regular-Growth | 06-12-2021 | 2.54 | 2.75 | 12.55 | - | - |
| Axis BusIness Cycles Fund - Regular Plan - Growth | 05-02-2023 | 2.42 | 2.38 | 14.0 | - | - |
Scheme Characteristics
Riskometer
PORTFOLIO
Market Cap Distribution
Small Cap
36.52%
Others
2.34%
Large Cap
42.37%
Mid Cap
18.77%
